BWA
AGD

BDO Wealth Advisors’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

BDO Wealth Advisors’s Portfolio AGD Stock Details AGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$933K Sell
97,777
-3,407
-3% -$31.9K 0.11% 136
2023
Q1 		$944K Buy
+101,184
New +$972K 0.12% 129

Other funds holding AGD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

BDO Wealth Advisors's AGD Position: Q2 2023 in Review

BDO Wealth Advisors reduced its abrdn Global Dynamic Dividend Fund (AGD) stake by 3.4% in Q2 2023, selling an estimated $31.9K and leaving 97,777 shares worth $933K. The position accounts for 0.11% of the portfolio, ranked #136.

BDO Wealth Advisors first reported a position in AGD in Q1 2023 and has held it in 2 quarters since. The position peaked at $944K in Q1 2023. 77 funds tracked by Wall St. Rank hold AGD as of Q2 2023.

  • BDO Wealth Advisors held 97,777 shares of abrdn Global Dynamic Dividend Fund worth $933K as of Q2 2023.
  • BDO Wealth Advisors sold 3,407 abrdn Global Dynamic Dividend Fund shares in Q2 2023, an estimated $31.9K.
  • abrdn Global Dynamic Dividend Fund made up 0.11% of BDO Wealth Advisors's portfolio in Q2 2023, its #136 holding.
  • BDO Wealth Advisors first reported a position in abrdn Global Dynamic Dividend Fund in Q1 2023 and has held it in 2 quarters since.
  • BDO Wealth Advisors's abrdn Global Dynamic Dividend Fund position peaked at $944K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.